Nicolet Advisory Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $3.73M | Buy |
18,208
+1,176
| +7% | +$280K | 0.25% | 56 |
|
|
2025
Q3 | $4.84M | Buy |
17,032
+1,287
| +8% | +$328K | 0.38% | 42 |
|
|
2025
Q2 | $3.85M | Sell |
15,745
-423
| -3% | -$68.3K | 0.33% | 45 |
|
|
2025
Q1 | $2.16M | Sell |
16,168
-333
| -2% | -$54.2K | 0.21% | 57 |
|
|
2024
Q4 | $2.55M | Buy |
16,501
+76
| +0.5% | +$13.5K | 0.23% | 55 |
|
|
2024
Q3 | $2.74M | Sell |
16,425
-929
| -5% | -$135K | 0.26% | 54 |
|
|
2024
Q2 | $2.47M | Sell |
17,354
-587
| -3% | -$72.9K | 0.24% | 54 |
|
|
2024
Q1 | $2.21M | Buy |
17,941
+1,089
| +6% | +$125K | 0.22% | 54 |
|
|
2023
Q4 | $1.73M | Sell |
16,852
-248
| -1% | -$27.1K | 0.19% | 66 |
|
|
2023
Q3 | $1.83M | Buy |
17,100
+1,019
| +6% | +$118K | 0.2% | 63 |
|
|
2023
Q2 | $1.86M | Buy |
16,081
+2,702
| +20% | +$279K | 0.2% | 61 |
|
|
2023
Q1 | $1.28M | Buy |
13,379
+4,540
| +51% | +$398K | 0.15% | 76 |
|
|
2022
Q4 | $783K | Buy |
8,839
+520
| +6% | +$39.5K | 0.1% | 97 |
|
|
2022
Q3 | $521K | Sell |
8,319
-401
| -5% | -$29.4K | 0.09% | 94 |
|
|
2022
Q2 | $626K | Buy |
8,720
+1
| +0% | +$73 | 0.09% | 87 |
|
|
2022
Q1 | $706K | Sell |
8,719
-895
| -9% | -$72.5K | 0.09% | 82 |
|
|
2021
Q4 | $838K | Buy |
9,614
+31
| +0.3% | +$2.91K | 0.1% | 77 |
|
|
2021
Q3 | $835K | Sell |
9,583
-63
| -0.7% | -$5.57K | 0.11% | 80 |
|
|
2021
Q2 | $751K | Sell |
9,646
-33
| -0.3% | -$2.58K | 0.1% | 81 |
|
|
2021
Q1 | $679K | Buy |
9,679
+42
| +0.4% | +$2.72K | 0.1% | 85 |
|
|
2020
Q4 | $623K | Sell |
9,637
-250
| -3% | -$14.9K | 0.09% | 84 |
|
|
2020
Q3 | $590K | Sell |
9,887
-7,122
| -42% | -$405K | 0.09% | 84 |
|
|
2020
Q2 | $940K | Buy |
17,009
+179
| +1% | +$9.48K | 0.14% | 74 |
|
|
2020
Q1 | $813K | Buy |
16,830
+7,518
| +81% | +$388K | 0.14% | 82 |
|
|
2019
Q4 | $493K | Buy |
9,312
+305
| +3% | +$16.8K | 0.08% | 102 |
|
|
2019
Q3 | $496K | Sell |
9,007
-147
| -2% | -$8.12K | 0.08% | 95 |
|
|
2019
Q2 | $522K | Buy |
9,154
+47
| +0.5% | +$2.54K | 0.08% | 83 |
|
|
2019
Q1 | $489K | Buy |
+9,107
| New | +$464K | 0.08% | 83 |
|
Other funds holding ORCL
